Unclaimed
Linda McNabb is a financial advisor with Morgan Stanley. She is a registered representative with FINRA and a registered investment advisor in 43 states and two territories. Linda has been in the financial services industry since December 4, 1989 and holds both Series 7 and Series 66 licenses. Linda has worked for Morgan Stanley since June 2009. Previously, Linda worked for Paine Webber Incorporated and UBS Financial Services Inc. Linda provides investment advice for individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
09/02/2015 - Present
Morgan Stanley (Wellesley MA)
MA
05/04/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WELLESLEY MA)
MA
09/16/1997 - 06/01/2007
UBS FINANCIAL SERVICES INC. (BOSTON MA)
NJ
02/24/1988 - 12/05/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 06/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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